CiviCRM

Follow the below steps to connect to the CiviCRM API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select CiviCRM as the Integration Provider.

Step 2. Connect to the CiviCRM API

1. Go to your CiviCRM system and login to your account. This may be self-hosted or with a provider.
2. Ensure that you have the API Key Management extension installed.
3. In the top menu, navigate to Administer > Users and Permissions > User Accounts.
4. For an administrator, click the Linked Contact column value.
5. Click the API Key tab.
6. Click the Add API Key button, and Generate.
7. Copy the API Key from CiviCRM and paste in the API Key in Formie.
8. Copy the Site Key from CiviCRM and paste in the Site Key in Formie.
9. Enter the full domain (including https://) for your CiviCRM install in the Domain field in Formie.

Step 3. Test Connection

1. Save this integration.
2. Click on the Refresh button in the right-hand sidebar.

Step 4. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.